Automate and speed up the time-consuming processes in your sales cycle by integrating AXDRAFT with your Pipedrive CRM.
AXDRAFT document automation for Pipedrive lets you draft, process, collaborate on, sign, and send out non-disclosure agreements, sales agreements, work orders, and invoices directly from your favorite CRM. It automatically pulls all the data from your client profiles to generate a pre-approved contract with error-free inputs. Your only job is to choose the recipients, the signees, and click ‘Send’.
Unlock these superpowers with Pipedrive CRM integration
No need to distract your lawyer with sales processes. Let your sales team, with no legal background, deliver 100% compliant contracts. Maintain focus on what you do best.
Automatically pull all client data from your Pipedrive CRM into our contracts or invoices. Create mistake-free documents.
Manage contracts, generate and send out invoices wherever you are. Just use your PC, tablet or phone. Be accessible from anywhere.
Keep track of your deals, expiring contracts, and invoicing dates with reminders and notifications. Don’t miss a thing.
Add analytical value to your sales by tracking the performance of your contracts with built-in metadata. Get full visibility.
Don’t waste paper and time by printing, signing and scanning documents every time. Stick to effective processes.
Drafting contracts without legal assistance is not the best strategy and can compromise the success of your sales deals. Create compliant, mistake-free contracts in minutes and forget about long client onboarding.
Create branded contracts and designed proposals, employ influencers and generate invoices directly from your Pipedrive CRM software. Boost your company’s visibility on every step.
You regularly deal with irregular input of work from sales teams, and process routine contracts instead of focusing on more impactful legal work. Create room in your backlog by giving business teams control over their contracts.
Enjoy faster and more transparent sourcing and purchasing processes. Get to the best proposition first without leaving your CRM tool. Get notified at every step and take necessary actions in a timely manner.
Organize and set up efficient processes at every stage of business operations. Automate routine processes and keep all your teams efficient, and all your contract management processes effective.
Generate mistake free-invoices, eSign and send them to your clients from Pipedrive. Pull up every piece of information from your orders and client profiles directly from your CRM software into any document.
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